Virtual Financial Concierge Bilingual

Job Summary

The role is responsible for managing client relationships, providing financial advice, and ensuring compliance with regulatory standards.

Responsibilities

• Manage client portfolios and provide investment recommendations based on risk tolerance and financial goals.
• Conduct regular meetings with clients to review financial plans and adjust strategies as necessary.
• Stay updated on market trends and regulatory changes that impact financial planning.
• Prepare and present financial reports to clients and management.

Requirements

• Bachelor's degree in Finance, Economics, or a related field.
• Minimum 3 years of experience in financial services or related field.
• Proven ability to build and maintain strong client relationships.
• Strong analytical skills and attention to detail.

Qualifications

• Series 65 or Series 7 license preferred.
• Experience with financial planning software.
• Excellent communication and interpersonal skills.

Benefits

• Competitive salary commensurate with experience.
• Health insurance coverage.
• 401(k) retirement plan with company match.
• Flexible work schedule.

Pay

Salary range: $60,000 - $80,000 annually.

Schedule

Full-time position with flexible hours to accommodate client needs.